See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,404 | $80,968+15.4% | $96,544-3.3% | $75,163+24.3% |
| Participation rate | 82.1% | 71.8%+10.3pp | 76.0%+6.1pp | 67.2%+14.9pp |
| Annual return | 17.84% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,084 | $2,282-8.7% | $2,965-29.7% | $2,670-21.9% |
| Participant deferral / active EE | $6,902 | $3,928+75.7% | $4,851+42.3% | $4,125+67.3% |
| Admin fee / account holder | $6,534 | $6,724-2.8% | $8,252-20.8% | $5,651+15.6% |